See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,942 |
Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $6,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,914 | $108,549-89.0% | $156,263-92.4% | $85,563-86.1% |
| Participation rate | 75.1% | 77.1%-1.9pp | 78.9%-3.8pp | 66.0%+9.2pp |
| Annual return | 26.61% | 21.79%+4.8pp | 59.47%-32.9pp | 31.51%-4.9pp |
| Employer contribution / active EE | $928 | $2,690-65.5% | $4,333-78.6% | $2,654-65.0% |
| Participant deferral / active EE | $2,894 | $4,800-39.7% | $6,158-53.0% | $4,375-33.9% |
| Admin fee / account holder | $131 | $650-79.9% | $14,255-99.1% | $834-84.3% |